See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,538 | $63,355+241.8% | $91,989+135.4% | $72,985+196.7% |
| Participation rate | 90.5% | 72.5%+18.0pp | 78.6%+11.8pp | 69.5%+21.0pp |
| Annual return | 21.72% | 35.35%-13.6pp | 69.02%-47.3pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,120 | $2,116-47.1% | $3,452-67.6% | $2,440-54.1% |
| Participant deferral / active EE | $11,201 | $4,883+129.4% | $5,923+89.1% | $3,607+210.5% |
| Admin fee / account holder | $19,299 | $4,668+313.4% | $7,743+149.2% | $5,124+276.6% |